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Portfolio (Quarterly) Guide ↗

CAPITAL FUND MANAGEMENT S.A.

· CIK 0001323645
13F Portfolio $22.1B AUM 2,005 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 307 New 465 Added 1227 Reduced 627 Exited
Page 51 of 62  ·  1,227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 GDDY CALL GODADDY INC CL A Technology 14,200.0 $1.2M 0.01% -22K -60.6% $82.67 +7.8%
1002 GFI CALL GOLD FIELDS LTD SPONSORED ADR Basic Materials 25,800.0 $1.2M 0.01% -105K -80.3% $45.40 -10.9%
1003 UAL CALL UNITED AIRLS HLDGS INC COM Industrials 12,700.0 $1.2M 0.01% -242K -95.0% $92.07 +14.6%
1004 BALL PUT BALL CORP COM Consumer Cyclical 19,700.0 $1.2M 0.01% -32K -62.2% $59.11 -4.2%
1005 NTAP PUT NETAPP INC COM Technology 11,300.0 $1.2M 0.01% -30K -72.4% $102.39 +35.3%
1006 EQNR CALL EQUINOR ASA SPONSORED ADR Energy 26,800.0 $1.1M 0.01% -42K -60.8% $42.20 -9.4%
1007 PUT AMCOR PLC ORD 28,380.0 $1.1M 0.01% -68K -70.5% $39.75
1008 HBAN CALL HUNTINGTON BANCSHARES INC COM Financial Services 71,700.0 $1.1M 0.01% -2K -2.3% $15.65 +2.6%
1009 IVZ PUT INVESCO LTD SHS Financial Services 46,100.0 $1.1M 0.01% -22K -32.0% $24.29 +13.1%
1010 MCHI CALL ISHARES TR MSCI CHINA ETF 19,600.0 $1.1M 0.01% -126K -86.5% $56.18 -0.5%
1011 BCE CALL BCE INC COM NEW Communication Services 43,600.0 $1.1M 0.01% -243K -84.8% $25.24 -2.2%
1012 JBLU JETBLUE AIRWAYS CORP COM Industrials 248,900.0 $1.1M 0.01% -1.1M -81.9% $4.42 +19.1%
1013 SRE PUT SEMPRA COM Utilities 11,300.0 $1.1M 0.01% -800.0 -6.6% $97.17 -5.1%
1014 KTOS CALL KRATOS DEFENSE & SEC SOLUTIO COM NEW Industrials 15,500.0 $1.1M 0.01% -132K -89.5% $70.51 -17.4%
1015 BAH PUT BOOZ ALLEN HAMILTON HLDG COR CL A Industrials 14,000.0 $1.1M 0.01% -29K -67.4% $78.03 +1.9%
1016 SYM PUT SYMBOTIC INC CLASS A COM Industrials 20,500.0 $1.1M 0.01% -15K -41.9% $53.20 +1.3%
1017 CALL GALAXY DIGITAL INC. CL A 59,000.0 $1.1M 0.01% -76K -56.4% $18.45
1018 CARG CARGURUS INC COM CL A Consumer Cyclical 31,825.0 $1.1M 0.01% -43K -57.7% $34.05 -17.8%
1019 EQT PUT EQT CORP COM Energy 17,000.0 $1.1M 0.01% -304K -94.7% $63.64 -10.5%
1020 EIX PUT EDISON INTL COM Utilities 14,700.0 $1.1M 0.01% -5K -26.9% $73.18 -2.9%
Page 51 of 62  ·  1,227 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.1%
Industrials 12.9%
Healthcare 12.5%
Consumer Cyclical 11.5%
Financial Services 11.2%
Energy 7.1%
Basic Materials 5.9%
Utilities 4.5%
Consumer Defensive 4.0%
Communication Services 3.2%